This website use cookies and similar technologies to improve the site and to provide customised content and advertising. By using this site, you agree to this use. To learn more, including how to change your cookie settings, please view our Cookie Policy
Pocketmags Digital Magazines
CA
Pocketmags Digital Magazines
   You are currently viewing the Canada version of the site.
Would you like to switch to your local site?
Digital Subscriptions > > WEIGHING IN

WEIGHING IN

Now the economic honeymoon period following Donald Trump’s election has ended, Noel O’Halloran says this is the time to take stock and reassess asset allocations

During the past few weeks there has been some tempering of investor enthusiasm for the reflation trade. The recent failure of the new US administration to repeal Obama’s healthcare act cast doubt on its ability to implement its election agenda, while promised tax and infrastructure cuts have been slow to emerge. Markets have been trying to find their feet once again after a bullish start to the year.

Pensive moment

For Noel O’Halloran, chief investment officer at KBI Global Investors, it is a necessary moment of reflection. While he remains relatively bullish on the outlook for the global economy, he believes markets got ahead of themselves and neglected some key risks.

READ MORE
Purchase options below
Find the complete article and many more in this issue of -
If you own the issue, Login to read the full article now.